Last 12 months
Inside the activity.
1 purchase rows · 5 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 0 |
| Dec 2025 | 0 | 2 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 0 |
| Mar 2026 | 1 | 0 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 0 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 1 |
| Aug 2026 | 0 | 2 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 20, 2026 Filed Feb 23, 2026 20:56 UTC |
Rowley Richard BDirector
|
Disposition to issuerCommon Stock | 995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005060 · rdgdoc.xml · nonDerivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 537,134 F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 20:59 UTC |
Kennedy Marianna RDirector
|
GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $1,011.00 |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · derivative · entry 3 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,857 Underlying: Common Stock · 1,011 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 20, 2026 Filed Feb 23, 2026 20:59 UTC |
Kennedy Marianna RDirector
|
Disposition to issuerCommon Stock | 995 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · nonDerivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,466 F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 20, 2026 Filed Mar 17, 2026 17:51 UTC Amendment |
HOLCOMBE GREGORY FDirector
|
GrantPhantom Stock · Derivative | Not disclosed | Not disclosed | $1,011.00 |
DisclosureSEC source: 0001437749-26-008552 · rdgdoc.xml · derivative · entry 7 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,008 Underlying: Common Stock · 1,011 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 20, 2026 Filed Mar 17, 2026 17:51 UTC Amendment |
HOLCOMBE GREGORY FDirector
|
Disposition to issuerCommon Stock | 995 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008552 · rdgdoc.xml · nonDerivative · entry 2 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 68,824 F2 · price: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:00 UTC |
Keane Kevin JDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005070 · rdgdoc.xml · nonDerivative · entry 1 Keane Kevin J · CIK 0001907910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,261 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:55 UTC |
Schiller JonDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005058 · rdgdoc.xml · nonDerivative · entry 1 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,468 F3 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:57 UTC |
Rouis Jonathan FDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005062 · rdgdoc.xml · nonDerivative · entry 1 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,161 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:54 UTC |
Sousa GregoryEVP and Deputy CLO
|
GrantPhantom Stock · Derivative | Not disclosed | $28.38 | $1,233.00 |
DisclosureSEC source: 0001437749-26-005055 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,915 Underlying: Common Stock · 1,233 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:58 UTC |
Morrison William DDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005065 · rdgdoc.xml · nonDerivative · entry 1 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,505 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:01 UTC |
HOLCOMBE GREGORY FDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005073 · rdgdoc.xml · nonDerivative · entry 1 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,819 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:53 UTC |
Gilfeather Michael JDirector · President and CEO
|
GrantPhantom Stock · Derivative | Not disclosed | $28.35 | $4,580.00 |
DisclosureSEC source: 0001437749-26-005053 · rdgdoc.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,309 Underlying: Common Stock · 4,580 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:53 UTC |
Gilfeather Michael JDirector · President and CEO
|
GrantCommon Stock | 4,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005053 · rdgdoc.xml · nonDerivative · entry 1 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 111,029 F2 · shares: Includes restricted stock units which vest on December 31, 2026. F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F2 · balance_after: Includes restricted stock units which vest on December 31, 2026. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:56 UTC |
Rowley Richard BDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005060 · rdgdoc.xml · nonDerivative · entry 1 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 538,129 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:52 UTC |
Lesler MichaelEVP, Chief Financial Officer
|
GrantPhantom Stock · Derivative | Not disclosed | $28.38 | $1,234.00 |
DisclosureSEC source: 0001437749-26-005051 · rdgdoc.xml · derivative · entry 4 Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,504 Underlying: Common Stock · 1,234 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 21:01 UTC |
Tirado Olga LuzDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005077 · rdgdoc.xml · nonDerivative · entry 1 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,963 F3 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| February 19, 2026 Filed Feb 23, 2026 20:59 UTC |
Kennedy Marianna RDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-005067 · rdgdoc.xml · nonDerivative · entry 1 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,461 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 19, 2026 Filed Mar 17, 2026 17:51 UTC Amendment |
HOLCOMBE GREGORY FDirector
|
GrantCommon Stock | 866 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-008552 · rdgdoc.xml · nonDerivative · entry 1 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 69,819 F4 · shares: Restricted stock units which vest 100% on February 19, 2027, and are settled in shares of Issuer common stock upon separation from service of the reporting person. F1 · balance_after: Includes restricted stock units which vest 100% as of the date of grant and are settled in shares of Issuer common stock upon separation from service of the reporting person. F2 · balance_after: Restricted stock units which vest 100% on February 20, 2026 (including accumulated dividends) and were deferred into the Orange County Bancorp, Inc. Stock-Based Deferral Plan, as amended and restated. The restricted stock units will settle in shares of Issuer common stock upon the reporting person's separation from service. Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 16:55 UTC |
HOLCOMBE GREGORY FDirector
|
GiftCommon Stock | 34,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-003425 · rdgdoc.xml · nonDerivative · entry 2 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust 3 Disclosed balance after: 34,720 Read SEC document |
| February 06, 2026 Filed Feb 9, 2026 16:55 UTC |
HOLCOMBE GREGORY FDirector
|
GiftCommon Stock | 34,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-26-003425 · rdgdoc.xml · nonDerivative · entry 1 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 0 Read SEC document |
| January 28, 2026 Filed Jan 30, 2026 16:59 UTC |
Rowley Richard BDirector
|
GrantPhantom Stock · Derivative | Not disclosed | $29.70 | $52.00 |
DisclosureSEC source: 0001437749-26-002506 · rdgdoc.xml · derivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,716 Underlying: Common Stock · 52 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 14, 2026 Filed Jan 15, 2026 17:33 UTC |
Rowley Richard BDirector
|
GrantPhantom Stock · Derivative | Not disclosed | $29.10 | $52.00 |
DisclosureSEC source: 0001437749-26-001341 · rdgdoc.xml · derivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,665 Underlying: Common Stock · 52 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:06 UTC |
Keane Kevin JDirector
|
GrantPhantom Stock · Derivative | 708 | $28.35 | $20,071.80 |
DisclosureSEC source: 0001437749-26-000282 · rdgdoc.xml · derivative · entry 4 Keane Kevin J · CIK 0001907910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,369 Underlying: Common Stock · 708 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:31 UTC |
Schiller JonDirector
|
GrantPhantom Stock · Derivative | 708 | $28.35 | $20,071.80 |
DisclosureSEC source: 0001437749-26-000300 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,772 Underlying: Common Stock · 708 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:29 UTC |
Rouis Jonathan FDirector
|
GrantPhantom Stock · Derivative | 159 | $28.35 | $4,507.65 |
DisclosureSEC source: 0001437749-26-000295 · rdgdoc.xml · derivative · entry 3 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,032 Underlying: Common Stock · 159 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:03 UTC |
HOLCOMBE GREGORY FDirector
|
GrantPhantom Stock · Derivative | 799 | $28.35 | $22,651.65 |
DisclosureSEC source: 0001437749-26-000280 · rdgdoc.xml · derivative · entry 6 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,997 Underlying: Common Stock · 799 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:30 UTC |
Rowley Richard BDirector
|
GrantPhantom Stock · Derivative | 799 | $28.35 | $22,651.65 |
DisclosureSEC source: 0001437749-26-000297 · rdgdoc.xml · derivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,613 Underlying: Common Stock · 799 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 20:28 UTC |
Kennedy Marianna RDirector
|
GrantPhantom Stock · Derivative | 200 | $28.35 | $5,670.00 |
DisclosureSEC source: 0001437749-26-000293 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,846 Underlying: Common Stock · 200 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 5, 2026 19:57 UTC |
Tirado Olga LuzDirector
|
GrantPhantom Stock · Derivative | 176 | $28.35 | $4,989.60 |
DisclosureSEC source: 0001437749-26-000276 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 375 Underlying: Common Stock · 176 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 18:25 UTC |
Gilfeather Michael JDirector · President and CEO
|
Disposition to issuerPhantom Stock · Derivative | Not disclosed | $28.35 | $326.00 |
DisclosureSEC source: 0001437749-26-000501 · rdgdoc.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,729 Underlying: Common Stock · 326 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| January 02, 2026 Filed Jan 6, 2026 18:26 UTC |
Lesler MichaelEVP, Chief Financial Officer
|
GrantPhantom Stock · Derivative | Not disclosed | $28.35 | $369.00 |
DisclosureSEC source: 0001437749-26-000503 · rdgdoc.xml · derivative · entry 4 Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,270 Underlying: Common Stock · 369 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| January 02, 2026 Filed Jul 6, 2026 16:46 UTC Amendment |
Tirado Olga LuzDirector
|
GrantPhantom Stock · Derivative | Not disclosed | $28.35 | $44.00 |
DisclosureSEC source: 0001437749-26-022715 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 242 Underlying: Common Stock · 44 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:28 UTC |
Keane Kevin JDirector
|
GrantPhantom Stock · Derivative | 97 | $28.95 | $2,808.15 |
DisclosureSEC source: 0001437749-25-038123 · rdgdoc.xml · derivative · entry 4 Keane Kevin J · CIK 0001907910 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,661 Underlying: Common Stock · 97 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:30 UTC |
Schiller JonDirector
|
GrantPhantom Stock · Derivative | 19 | $28.95 | $550.05 |
DisclosureSEC source: 0001437749-25-038126 · rdgdoc.xml · derivative · entry 2 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,065 Underlying: Common Stock · 19 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:26 UTC |
Rouis Jonathan FDirector
|
GrantPhantom Stock · Derivative | 36 | $28.95 | $1,042.20 |
DisclosureSEC source: 0001437749-25-038118 · rdgdoc.xml · derivative · entry 3 Rouis Jonathan F · CIK 0001875271 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,873 Underlying: Common Stock · 36 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:24 UTC |
Sousa GregoryEVP and Deputy CLO
|
GrantPhantom Stock · Derivative | 23 | $28.95 | $665.85 |
DisclosureSEC source: 0001437749-25-038116 · rdgdoc.xml · derivative · entry 3 Sousa Gregory · CIK 0001875279 · EVP and Deputy CLO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,682 Underlying: Common Stock · 23 shares Expires not disclosed F5 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F5 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:26 UTC |
Morrison William DDirector
|
GrantPhantom Stock · Derivative | 7 | $28.95 | $202.65 |
DisclosureSEC source: 0001437749-25-038119 · rdgdoc.xml · derivative · entry 4 Morrison William D · CIK 0001875297 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,143 Underlying: Common Stock · 7 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:28 UTC |
HOLCOMBE GREGORY FDirector
|
GrantPhantom Stock · Derivative | 137 | $28.95 | $3,966.15 |
DisclosureSEC source: 0001437749-25-038121 · rdgdoc.xml · derivative · entry 6 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,198 Underlying: Common Stock · 137 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:29 UTC |
Gilfeather Michael JDirector · President and CEO
|
GrantPhantom Stock · Derivative | 136 | $28.95 | $3,937.20 |
DisclosureSEC source: 0001437749-25-038124 · rdgdoc.xml · derivative · entry 3 Gilfeather Michael J · CIK 0001333208 · Director · President and CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,055 Underlying: Common Stock · 136 shares Expires not disclosed F5 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F5 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:25 UTC |
Rowley Richard BDirector
|
GrantPhantom Stock · Derivative | 141 | $28.95 | $4,081.95 |
DisclosureSEC source: 0001437749-25-038117 · rdgdoc.xml · derivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,816 Underlying: Common Stock · 141 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:30 UTC |
Tirado Olga LuzDirector
|
GrantPhantom Stock · Derivative | 1 | $28.95 | $28.95 |
DisclosureSEC source: 0001437749-25-038125 · rdgdoc.xml · derivative · entry 2 Tirado Olga Luz · CIK 0001995774 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 198 Underlying: Common Stock · 1 shares Expires not disclosed F2 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F2 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 17, 2025 19:27 UTC |
Kennedy Marianna RDirector
|
GrantPhantom Stock · Derivative | 53 | $28.95 | $1,534.35 |
DisclosureSEC source: 0001437749-25-038120 · rdgdoc.xml · derivative · entry 2 Kennedy Marianna R · CIK 0001947963 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,647 Underlying: Common Stock · 53 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 19:11 UTC |
Lesler MichaelEVP, Chief Financial Officer
|
GrantPhantom Stock · Derivative | Not disclosed | $28.95 | $6.00 |
DisclosureSEC source: 0001437749-25-038243 · rdgdoc.xml · derivative · entry 4 Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 902 Underlying: Common Stock · 6 shares Expires not disclosed F6 · derivative.exercise_price: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.exercise_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. F6 · derivative.expiration_date: Represents deemed investments in connection with the Performance-Based SERP. Phantom stock interests under the Performance-Based SERP may be settled in shares of Company stock upon distribution to the reporting person, based on their prior election. Read SEC document |
| December 16, 2025 Filed Dec 18, 2025 19:11 UTC |
Lesler MichaelEVP, Chief Financial Officer
|
Tax withholdingCommon Stock | 240 | $28.95 | $6,948.00 |
DisclosureSEC source: 0001437749-25-038243 · rdgdoc.xml · nonDerivative · entry 1 Lesler Michael · CIK 0001393132 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,605 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on December 23, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 21, 2025. F4 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| December 16, 2025 Filed Jan 6, 2026 20:24 UTC |
Schiller JonDirector
|
OtherCommon Stock | 71 | $28.95 | $2,055.45 |
DisclosureSEC source: 0001437749-26-000589 · rdgdoc.xml · nonDerivative · entry 3 Schiller Jon · CIK 0002040355 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,602 F1 · balance_after: Includes restricted stock units which vest 100% on February 20, 2026 and are settled in shares of Issuer common stock upon separation from service of the reporting person. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 17:24 UTC |
Dineen David PSVP, Dir. Wealth Services
|
SaleCommon Stock | 808 | $28.76 | $23,238.08 |
DisclosureSEC source: 0001437749-25-037882 · rdgdoc.xml · nonDerivative · entry 2 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,214 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| December 11, 2025 Filed Dec 15, 2025 17:24 UTC |
Dineen David PSVP, Dir. Wealth Services
|
SaleCommon Stock | 192 | $29.00 | $5,568.00 |
DisclosureSEC source: 0001437749-25-037882 · rdgdoc.xml · nonDerivative · entry 1 Dineen David P · CIK 0001681144 · SVP, Dir. Wealth Services 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,022 F1 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on May 28, 2023. F2 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 11, 2024. F3 · balance_after: Includes restricted stock units which vest at a rate of 1/3 per year commencing on March 20, 2026. Read SEC document |
| December 10, 2025 Filed Dec 12, 2025 16:00 UTC |
Rowley Richard BDirector
|
GrantPhantom Stock · Derivative | Not disclosed | $28.87 | $52.00 |
DisclosureSEC source: 0001437749-25-037661 · rdgdoc.xml · derivative · entry 2 Rowley Richard B · CIK 0001370312 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,675 Underlying: Common Stock · 52 shares Expires not disclosed F3 · derivative.exercise_price: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.exercise_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. F3 · derivative.expiration_date: Each share of phantom stock is the economic equivalent of one share of common stock and becomes payable upon the reporting person's separation of service as a director. Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:39 UTC |
HOLCOMBE GREGORY FDirector
|
GiftCommon Stock | 34,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-037225 · rdgdoc.xml · nonDerivative · entry 5 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By Trust 2 Disclosed balance after: 34,720 Read SEC document |
| December 05, 2025 Filed Dec 9, 2025 16:39 UTC |
HOLCOMBE GREGORY FDirector
|
GiftCommon Stock | 34,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001437749-25-037225 · rdgdoc.xml · nonDerivative · entry 3 HOLCOMBE GREGORY F · CIK 0001191186 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · By LLC Disclosed balance after: 34,720 Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.